State Street SPDR S&P 600 Small Cap Value ETF
SLYV
121 hedge funds and large institutions have $406M invested in State Street SPDR S&P 600 Small Cap Value ETF in 2017 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 53 increasing their positions, 27 reducing their positions, and 8 closing their positions.
113% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 8
96% more repeat investments, than reductions
Existing positions increased: 53 | Existing positions reduced: 27
14% more funds holding in top 10
Funds holding in top 10: 7 → 8 (+1)
7% more funds holding
Funds holding: 113 → 121 (+8)
10.2% less ownership
Funds ownership: 97.55% → 87.35% (-10%)
15% less capital invested
Capital invested by funds: $480M → $406M (-$73.9M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
I
INVST
Indianapolis,
Indiana
|
+$5.5M |
| 2 |
TSS
Two Sigma Securities
New York
|
+$4.71M |
| 3 |
Jane Street
New York
|
+$3.49M |
| 4 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$3.11M |
| 5 |
TW
Transform Wealth
Greenwood Village,
Colorado
|
+$2.69M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Financial Engines Advisors
Santa Clara,
California
|
-$119M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$11.3M |
| 3 |
LPL Financial
San Diego,
California
|
-$3.36M |
| 4 |
CFA
Carroll Financial Associates
Charlotte,
North Carolina
|
-$1.33M |
| 5 |
AI
Atria Investments
Charlotte,
North Carolina
|
-$1.2M |
SLYV Hedge Fund Activity: Q3 2017 in Review
121 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 600 Small Cap Value ETF (SLYV) for Q3 2017, worth a combined $406M — down 15% from $480M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new SLYV positions and 8 closed out — a net gain of 9 holders — while 53 added to existing stakes and 27 trimmed.
The largest buyer was INVST, adding an estimated $5.5M. The largest seller was Financial Engines Advisors, cutting an estimated $119M.
- 121 institutional investors held State Street SPDR S&P 600 Small Cap Value ETF (SLYV) as of Q3 2017, up from 113 in Q2 2017.
- Funds reported $406M of State Street SPDR S&P 600 Small Cap Value ETF stock for Q3 2017, down 15% quarter-over-quarter.
- 17 funds opened new State Street SPDR S&P 600 Small Cap Value ETF positions in Q3 2017 and 8 closed out, a net change of +9 holders.
- The largest State Street SPDR S&P 600 Small Cap Value ETF buyer in Q3 2017 was INVST, an estimated $5.5M added.
- The largest State Street SPDR S&P 600 Small Cap Value ETF seller in Q3 2017 was Financial Engines Advisors, an estimated $119M sold.
Based on aggregated 13F filings for Q3 2017.